Finance
Know your numbers
Revenue, expenses, and cash flow in one dashboard built for agencies. See profitability per client and per project.
Finance
agencly.appIncome
$8,200
+12%Expenses
$3,200
+15%Net
$5,000
+8%Balance
$24,600
Monthly income vs expense
Expense breakdown
$3,200
Total
Recent transactions
Aug 18 · Northwind
Aug 15
Aug 12 · Acme
Aug 10
Most profitable clients
Money in & out
Cash flow without spreadsheets
Cash-flow overview
Money in, money out, and what is coming. One screen instead of five exports.
- Income vs expenses
- Cash-flow timeline
- Overdue totals
- Monthly summary
Expenses
Log expenses against clients and projects. Know the real cost of every job.
- Expense logging
- Categories
- Attach receipts
- Recurring expenses
Insight & reporting
Know what actually makes money
Profitability
Compare revenue against tracked time and expenses per client and per project.
- Per-client profit
- Per-project margin
- Team cost breakdown
- Trends
Reports & export
Clean summaries you can hand to your accountant without cleanup work.
- P&L summary
- Tax categories
- CSV export
- Fiscal-year view
Consolidate your stack.
Finance replaces standalone tools. Here is what your agency can drop.
QuickBooks reports
Accounting
Replaced by Agencly Finance
Spreadsheets
Bookkeeping
Replaced by Agencly Finance
FreshBooks reports
Accounting
Replaced by Agencly Finance
Part of the whole.
Because Finance lives in the same workspace as everything else, the data connects itself. No context-switching.
Invoices
Paid invoices feed revenue automatically
Tracker
Tracked time becomes labor cost insight
Projects
See profit per project
Ready to run finance in Agencly?
Start a free workspace and see how Finance fits your agency. No credit card, no commitment.